Relationship Account Manager

DAN BERT

ad01dm@r.postjobfree.com Plano, TX 214-***-**** linkedin.com/in/dan-bert

RELATIONSHIP ACCOUNT MANAGER

Results focused business professional with 20 years’ experience in Relationship Management and Account Management, working with all levels of leadership. Business Banker with experience in banking operations, regulations and procedures; including B2B, Mortgage Lending, Treasury Management and Merchant Services. Recognized as self-motivated leader excelling in customer retention and problem resolution. Solution-focused professional with a record of achievements for top sales performance while achieving excellent customer satisfaction ratings. Adept at strengthening client relationships and identifying opportunities for revenue generation. Team player with effective communication skills to coordinate with multiple lines of businesses. Relationship Building Customer Retention Problem Resolution Client Relationship Management Merchant Services Treasury Management Critical Thinking Client Relations Risk Assessment Direct Sales Customer Satisfaction Salesforce Financial Analysis Cross Selling PROFESSIONAL EXPERIENCE

CAPITAL ONE Plano, TX 10/2014 - 8/2023

Virtual Business Banker (2/2018 - 8/2023)

Manage book of business with 400+ customers representing $95M in existing balances.

• Utilize Challenger sales process to analyze customer cash flow and suggest/promote alternative products or services through defined sales process.

• Communicate in digital environment, partnering with Treasury Management and Merchant Services team to simplify their day-to-day business operations and achieve their goals.

• Proactively reach out and collaborate with small business owners to review existing partnership and determine additional financial product needs.

• Conduct Quarterly client business review; recognized for exceeding customer contact and retention goals. Business Lending Specialist (3/2016 - 2/2018)

Uncovered needs for Small Business lending; educated and sold appropriate product solution.

• Recognized as “Top Producer” for number of loans and sales volume (BLS).

• Converted and closed loans from bank branch referrals.

• Updated Salesforce with customer information and loan status; set appointments. Sales Support Specialist/Credit Support Specialist (10/2014 - 3/2016) Provided end-to-end support for team of Business Bankers.

• Collaborated with branch associates and internal partners (TM, MS, Business Lending Team).

• Identified cross sell opportunities and generated referrals to Business Bankers.

• Interacted with customers, gathering documentation for lending opportunities as well as account setup. CHASE PAYMENTECH, Dallas, TX 8/2010 - 7/2014

Account Executive, Merchant Services

Generated revenue by selling merchant processing services to new and existing customers.

• Communicated with decisionmakers and business owners to evaluate specific processing needs and recommend solutions thru consultative sales and Merchant Services Analysis and cost savings breakdowns.

• Partnered with existing Chase banks, conducting weekly meetings with branch managers and bankers; reviewed new products and services to increase sales volume. DAN BERT ad01dm@r.postjobfree.com Page 2

ADDITIONAL RELEVANT EXPERIENCE

AIR SAMPLING ASSOCIATES, Lewisville, TX 5/2008 – 5/2010 Field Support Representative

Attended pre-test meetings with client companies to ensure accurate testing methods were used to meet EPA standards. Conducted air quality tests and provided final reports. WELLS FARGO, Dallas, TX 8/2004 – 5/2008

Reverse Mortgage Specialist / Business Banking Specialist Provided full range of business banking services to customers with emphasis on business products, lines of credit, and SBA lending.

• Supported multiple Wells Fargo Bank branches; partnered with Home Mortgage Representatives, Personal Bankers, and Investment Managers to grow business within each branch.

• Achieved gold level status for new account development and loan volume for two consecutive quarters in 2007-2008. Recognized as top Reverse Mortgage Representative in DFW area for two straight quarters.

• Presided over group presentations to senior advisors and mortgage brokers, demonstrating how Wells Fargo products can be used to increase revenue.

• Increased productivity by 150% from 2004 to 2007 while maintaining a 98% customer satisfaction rating. TCS Corporate Services, Richardson, TX 4/1998 – 1/2003 Territory / Account Manager

• Managed 80+ accounts nationwide with customer retention rate of 96% with combined revenue of 1.6 million annually

• Increase sales revenue by 75% including new and existing accounts

• Identified and built relationships with senior executives and management within Technology, Purchasing and Facilities departments

• Developed and managed fortune 500 accounts, including Columbia HCA, MCI, Dr Pepper/7Up, American Airlines and Chase Paymentech

• Maintain customer inventory and provide weekly reports to management

• Manage territory and resolve customer problems in a timely manner EDUCATION & PROFESSIONAL DEVELOPMENT

Associates of Electronics Engineering Technology, National Education Center Optical Repair Technician, United States Marine Corp Reserve Certified in Problem-Solving Skills/Customer Service Excellence, Hogan Center for Performance Excellence Telephone Sales Workshop / Business Calling / Relationship Calling, Gehegan & Associates Taking Control of the Conversation / Business Calling / Relationship Calling, “Challenger” Sales Training

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